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Adding a New User

The process of adding a new user in ISPCRM is designed to be straightforward and efficient. Follow these steps to ensure you collect all the necessary information to create a user account successfully.

Step 1: Personal Information

Start by entering the personal details of the new user.

Add User Step 1

  • Account Type: Select between ‘Individual’ or ‘Business’ to specify the nature of the account.
  • Zone Name: Choose the zone that the user belongs to, such as ‘TEST ISP’.
  • Full Name: Enter the user’s full name, e.g., ‘John’.
  • Gender: Choose the gender of the user from the dropdown options.
  • Phone: Input the user’s mobile number. If available on WhatsApp, tick the corresponding checkbox.
  • Alternate Number: Provide an additional contact number, if applicable.
  • Email: Enter the user’s email address for communication and account recovery purposes.

After filling in the personal information, click the ‘Next’ button to proceed.

Step 2: Address Information

Enter the user’s geographical details and ensure accuracy for service provisioning and billing.

  • State: Select the user’s state from the dropdown menu.
  • StateCode: Input the state code if applicable.
  • PinCode: Enter the postal code for the user’s location.
  • City: Choose the city from the dropdown or enter it manually.
  • Address Line1 & Line2: Provide the street address for the user’s location.
  • Latitude & Longitude: These fields may auto-populate based on the address or can be filled in manually for precise geolocation.
  • Different Billing Address?: Select this option if the user has a separate billing address from their service location.

Address Information Screenshot

Step 3: Document Upload

Upload necessary documents for user verification or any other relevant documentation.

  • ID Card: Use the provided field to upload a government-issued ID card or any identity verification document.
  • Additional Attachments: If more documents are needed, use the additional upload fields provided.

Attachments Screenshot

Step 4: Technical Details

Insert technical details that pertain to the user’s service and equipment.

  • User Type: Select the appropriate user type, such as PPPoE, IPoE, or Hotspot.
  • Comment: Add any relevant notes or comments regarding the user’s technical setup.

Technical Details Screenshot

Step 5: Login Details

Finalize the user’s account creation by setting up their login credentials.

  • Username: Choose a unique username for the user’s account.
  • Password & Confirm Password: Enter and confirm a strong password for the account.
  • Select Device: If device binding is required, select the appropriate device by its serial number.
  • Select Plan: Assign a service plan from the options available, such as ‘40Mbps_100MB’.

Login Details Screenshot

Once all steps are completed, review the information for accuracy and click ‘Submit’ to finalize the addition of the new user.